See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,051 | $100,754+8.2% | $86,677+25.8% | $134,475-18.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.20% | 29.04%-39.2pp | 35.91%-46.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,171 | $3,489-66.5% | $2,836-58.7% | $4,740-75.3% |
| Participant deferral / active EE | $3,909 | $5,338-26.8% | $4,656-16.0% | $6,400-38.9% |
| Admin fee / account holder | $10,820 | $10,926-1.0% | $7,493+44.4% | $11,426-5.3% |